JD
Import Patients
Bulk import patient records from CSV, Excel, or HL7 files
1
Upload File
2
Map Fields
3
Validate
4
Import
File Format
Select the format of your import file
CSV
Excel (.xlsx)
HL7 v2.x
CSV format requirements: UTF-8 encoding, comma-separated, first row as headers, max 5,000 rows per file.
Upload File
Drag & drop your file or click to browse
patients_export_2025_01.csv
342 rows · 1.2 MB · Uploaded 2 minutes ago
Drop additional files here
Supports CSV, Excel (.xlsx), HL7 v2.x · Max 25MB
Browse Files
Field Mapping
Map your CSV columns to system fields
CSV ColumnSystem FieldStatus
first_name→✓ Matched
last_name→✓ Matched
dob→✓ Matched
gender→✓ Matched
ssn→✓ Matched
phone_mobile→✓ Matched
insurance_id→✓ Matched
payer_name→✓ Matched
npi_code→⚠ Unmapped
Validation Preview
Results for 342 rows detected in your file
318
Valid Rows
14
Invalid Rows
10
Duplicates
Row 23: Invalid date of birth format. Expected MM/DD/YYYY, got "1985/03/21"
Row 47: Missing required field: Last Name
Row 89: Invalid SSN format. Must be 9 digits.
Rows 102–115: Duplicate MRN detected. These patients already exist in the system.
Page Guide
Preparing Your Import File

Download our template before importing to ensure correct formatting.

  • Use UTF-8 encoding for CSV files
  • First row must contain column headers
  • Date fields must be MM/DD/YYYY format
  • Phone numbers: 10 digits, no formatting
  • SSN: 9 digits, no dashes
  • Maximum 5,000 rows per import session
Required vs Optional Fields

Required: First Name, Last Name, Date of Birth, Gender

Recommended: SSN (last 4), Phone, Email, Insurance ID, Payer

Rows missing required fields will fail validation and be excluded from import.

Handling Duplicates
  • Duplicate detection uses: Name + DOB + Last 4 SSN
  • Duplicates are flagged but not automatically merged
  • You can skip duplicates or update existing records
  • Download the duplicate report to review matches
After Import
  • Imported patients appear immediately in Patient List
  • All imported records get system-generated MRNs
  • You'll receive an email confirmation when complete
  • Import history is available in the Audit Log